Accounting and Taxation
Best Practices For Multi-State Payroll
Many companies who do business in more than one State do not understand how to determine which State they must pay taxes to. They also do not understand that each State has different laws regarding residents and non-residents. This topic will give you guidelines on what factors determine which tax the employer must withhold. It will explain the differences between residents and non-residents and how to prop..
Beware Employee Embezzlement & Internal Fraud
This webinar examines the scope and nature of employee dishonesty and explains the risks to employers and organizations of all types. It goes on to deal with the practical aspects of prevention and response to victimization, as well as balancing the need to assure that corrective and deterrent programs and policies do not unduly interfere with normal operations and opportunities and do not generate other ma..
California Payroll Processing
Everything you need to know to have a compliant California payrollAs an employer in California, there is a lot to know about how to properly handle and calculate pay for employees. This webinar will give all the tools necessary to make sure you are in compliance with California state requirements for your employees.Understanding all the rules around overtime pay in CaliforniaUnderstanding special California..
Capital Gains and Loses
This webinar will do a quick in-depth deep dive into capital gains. We will look at what they are, how do they come up, and how taxpayers can take advantage of the tax code to lessen their impact. We will start up by defining what is a capital asset. This is usually an easy question, but it can be difficult when we look at things like partnership interests and disposition of partnership interest. We will th..
Cash Flow Analysis of Borrower’s Repayment Ability
Understand the Importance of Cash Flow to Bankers, How to calculate it and what its Uses are. As a banker, you need to interpret cash flow and calculate it accurately to pitch a stellar success. This session is designed to assist you as a banker in calculating cash flow from operations and help you to calculate Global Cash Flow Analysis for those entities that must rely on excess cash generated by their own..
Comprehensive of Costing Best Practices
Whether a public company, private enterprise, or a not-for-profit organization, cost accounting is vitally important to any entity that offers products or services. Costing systems and policies are used as management tools for a variety of purposes including identifying cost and income structures for separate products/services and as an input to pricing evaluations. Increasingly they are used as a regulator..
Controller Challenges in Changing Times
The turbulent ever-changing and technology driven world of business requires changing and evolving roles for controllers. The focus is currently more on the soft side of business, rather than accounting and reporting. It is more about people pleasing, than pencil pushing. Studies have shown the controllers who want to rise in the ranks to CFO must learn to put down their pencils and master the soft skills. ..
Cost of Goods Sold - Inventory, Write-Downs, Valuations and More
This webinar is the deepest dive into the cost of goods so yet. We will be looking at all the major issues involved in determining the cost of goods sold such as IRC 263A UNICAP rules, and inventory valuations. We will also look at the new change of accounting methods available under the Tax Cuts and Jobs Act along with different accounting methods people can use that related to Cost of Goods Sold in order ..
Credit Policy Fundamentals: Principles and Practices
Participants will learn how to diagnose their own credit policies to identify any gaps, and if so, how to write practical and understandable policies that meet regulatory expectations for content. They will be able to implement and maintain the processes and procedures needed to ensure that their policies are kept current and accurate, are monitored for compliance with them by means of tracking exceptions t..
Designing and Using KPIs and Performance Dashboards
We need our leaders to be effective in deploying our resources and guiding our operations to reach our goals in the most effective way. We need everyone to understand our mission and strategy so we can be sure we are all pulling together in the right direction. How well do our dashboard reporting tools support your strategic mission and goals? Are they right timed and properly designed for the users? How ma..
Detecting and Preventing Accounts Payable Fraud
Accounts Payable (AP) is the one business function that, in many organizations, is more vulnerable to fraud than any other. That is because all funds that flow out of the organization must first pass through AP. And over time, dishonest insiders and vendors have created newer and craftier methods of stealing from organizations by exploiting control weaknesses in the AP function.Result: It is more important ..
Due Diligence Steps for Form 1099 Compliance
Form 1099-MISC compliance is a surprisingly complicated compliance requirement for businesses and accountants. The requirements are always changing, and answers are seldom clear-cut. This course will de-mystify some of the tricky areas relating to Form 1099-MISC, such as when 1099 should be issued and whether a worker is a contractor or an employee. The main focus of this presentation is on “box 7” (indepen..
Employee Expense Reimbursement/Travel & Entertainment Fraud Detection and Prevention
Expense reimbursement fraud—encompassing the myriad forms of employee travel and entertainment (T&E) schemes as well as Purchasing Card (P-Card) fraud—costs organizations hundreds of thousands, if not millions of dollars per year. According to the Association of Certified Fraud Examiners (ACFE), expense reimbursement frauds result in a median loss of $26,000 per incident and represent 14.5% of all emplo..
Excel - Creating High Impact Business Reports
The training will focus on 4 areas - Pivot tables, charts/graphs, the Power View report adding, and how to present geographic information.No matter what business you are in, a report is a critical tool in your communication armory. As with any communication tool, a presentation is everything. Get it right and it offers the reader (typically a CEO, shareholder, or Project Manager) a valuable insight into the..
Excel Dashboard Basics
In this beneficial presentation, Excel expert David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards are quite popular because they empower users to quickly assimilate large amounts of data by way of charts and summary tables. David demonstrates how to: use Excel’s Pivot Table feature to create charts that display data trends, filter data faster using the Slicer feature in Excel 2010 and la..